Pinnacle Wealth Management Group, Inc. Ishares Trishares 0 3 Mnth Tre Transaction History
Pinnacle Wealth Management Group, Inc.
- $135 Million
- Q4 2024
A detailed history of Pinnacle Wealth Management Group, Inc. transactions in Ishares Trishares 0 3 Mnth Tre stock. As of the latest transaction made, Pinnacle Wealth Management Group, Inc. holds 22,524 shares of SGOV stock, worth $2.27 Million. This represents 1.67% of its overall portfolio holdings.
Number of Shares
22,524
Previous 25,279
10.9%
Holding current value
$2.27 Million
Previous $2.55 Million
11.27%
% of portfolio
1.67%
Previous 1.88%
Shares
4 transactions
Others Institutions Holding SGOV
# of Institutions
793Shares Held
113MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY5.23MShares$526 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.24MShares$426 Million0.18% of portfolio
-
Bank Of America Corp Charlotte, NC3.24MShares$326 Million0.03% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX3.05MShares$307 Million0.65% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL2.14MShares$215 Million0.08% of portfolio